Core Capital Management & Research Blog

Category: News

Nowhere does history indulge in repetition so often or so uniformly as in Wall Street. When you read contemporary accounts of booms or panics, the one thing that strikes you most forcibly is how little either stock speculation or stock speculators today differ from yesterday. The game does not change and neither does human nature […]

Moneyball One of my favorite parts from Moneyball is the scene where Brad Pitt is in the room with all the scouts discussing prospective players. He is annoyed over the team’s financial limitations and has come to the realization that if he keeps doing things the old way he is going to keep getting the […]

If you follow the financial world closely, or let’s face it, if you’ve been half awake over the last couple of weeks, you have heard all you ever wanted to hear about “Brexit.” Listen to one pundit and it’s the end of Europe and the civilized world as we know it. Listen to the next […]

Companies that are set to merge or be acquired often look like strong investment opportunities. This is especially true when their stocks are trading below the stock price proposed in the deal. However, stock price differentials are rarely due to an uninformed market. Instead, the shares are being discounted because of the large number of […]

Conventional investing advice is to buy low and sell high. Although it works in theory and is even considered a no-brainer, investing is obviously much more complicated than this. Hindsight is 20-20 but in real time, emotions can get in the way. When you try to chase returns, you end up on the wrong side of […]

Socially conscious investing is a personal choice. While investments are often made to maximize returns, there is a growing movement to have a socially conscious portfolio. Simply stated, it’s a portfolio that does not invest in companies that produce alcohol, tobacco, or any other products or services that don’t fit in to the ethical or moral fabric […]

History The history of the mutual fund can be traced back, actually as far as the 18th and 19th century. The idea that we know today was really formalized in the 30s and 40s and became prominent in the 1950s. Rapid growth in the stock market through the 80s and 90s drove even more money into mutual funds. To […]